TopTier Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, TopTier Wealth Management, LLC held in its portfolio 107 assets valued at $147,277,284 (i.e. $147.28M).

The most valuable assets in the portfolio included: WISDOMTREE TR ($13.57M), INVESCO QQQ TR ($11.07M), and WISDOMTREE TR ($8.79M).

The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in TopTier Wealth Management, LLC Portfolio

WISDOMTREE TR

INVESCO QQQ TR

WISDOMTREE TR

EA SERIES TRUST

SPDR S&P 500 ETF TR

INNOVATOR ETFS TRUST

WISDOMTREE TR

FIRST TR EXCHNG TRADED FD VI

TopTier Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
WISDOMTREE TR	151713	13567730	US QTLY DIV GRT
INVESCO QQQ TR	18015	11066735	UNIT SER 1
WISDOMTREE TR	99748	8785830	US LARGECAP DIVD
WISDOMTREE TR	80200	5682980	US LARGECAP FUND
WISDOMTREE TR	95044	5410849	US SMALLCAP FUND
EA SERIES TRUST	46529	5355486	ALPHA ARCH 1-3
SPDR S&P 500 ETF TR	7167	4887163	TR UNIT
INNOVATOR ETFS TRUST	104591	4605406	US EQTY PWR BUF
WISDOMTREE TR	60916	4069195	US MIDCAP FUND
FIRST TR EXCHNG TRADED FD VI	69824	3544318	FT VEST US EQT
VANGUARD INDEX FDS	9818	3291800	TOTAL STK MKT
FIRST TR EXCHNG TRADED FD VI	59710	2465605	FT VEST U.S EQT
INNOVATOR ETFS TRUST	49304	2443506	US EQTY BUF DEC
ISHARES TR	19330	2323113	CORE S&P SCP ETF
NVIDIA CORPORATION	12050	2247317	COM
WISDOMTREE TR	32232	2216276	INTL EQUITY FD
INNOVATOR ETFS TRUST	44597	2170313	US EQTY BUFR FEB
INNOVATOR ETFS TRUST	41730	2088148	US EQUT BUFR AUG
WISDOMTREE TR	61340	2051823	US SMALLCAP DIVD
APPLE INC	7349	1997813	COM
WISDOMTREE TR	38687	1996242	US MIDCAP DIVID
WISDOMTREE TR	33031	1937932	US QUALITY GROW
FIRST TR EXCHNG TRADED FD VI	55949	1826369	FT VEST LADDERED
INNOVATOR ETFS TRUST	36872	1652433	US EQTY BUFR MAY
ISHARES SILVER TR	23821	1534549	ISHARES
ETF OPPORTUNITIES TRUST	31033	1532763	AMERICAN CONSER
J P MORGAN EXCHANGE TRADED F	31504	1491733	CORE PLUS BD ETF
SPDR S&P MIDCAP 400 ETF TR	2458	1482695	UTSER1 S&PDCRP
INNOVATOR ETFS TRUST	30709	1473418	US EQT BUFR APR
FIRST TR EXCHNG TRADED FD VI	30707	1316691	FT VEST U.S.
INNOVATOR ETFS TRUST	42897	1113030	US SMALL CAP PWR
INNOVATOR ETFS TRUST	24946	1078915	US EQTY PWR BF
ISHARES GOLD TR	12988	1054236	ISHARES NEW
INNOVATOR ETFS TRUST	38445	1029038	EQUITY DEFINED P
INNOVATOR ETFS TRUST	20288	1011560	LADERD ALCTN PWR
J P MORGAN EXCHANGE TRADED F	21476	994147	INCOME ETF
INNOVATOR ETFS TRUST	27990	983289	US SML CP PWR ET
INNOVATOR ETFS TRUST	29216	979028	DEFINED WLT SHLD
INVESCO EXCH TRADED FD TR II	37541	968931	RAFI EMRGNG MRKT
INNOVATOR ETFS TRUST	21741	966681	US EQTY BUF NOV
INNOVATOR ETFS TRUST	23483	918655	US EQT PWR BUF
WISDOMTREE TR	18634	906731	ITL HDG QTLY DIV
WISDOMTREE TR	9703	905337	WISDOMTREE US VA
INNOVATOR ETFS TRUST	17163	845278	US EQTY BUF SEP
WISDOMTREE TR	14686	840653	EMG MKTS SMCAP
INNOVATOR ETFS TRUST	21077	795253	US SML CP PWR B
INNOVATOR ETFS TRUST	16401	766583	US EQTY BUFR JUN
J P MORGAN EXCHANGE TRADED F	12889	749100	NASDAQ EQT PREM
J P MORGAN EXCHANGE TRADED F	12950	741263	EQUITY PREMIUM
LISTED FDS TR	11231	740769	ROUNDHILL MAGNIF
INVESCO EXCH TRADED FD TR II	9951	710689	S&P500 LOW VOL
WW GRAINGER INC	693	699272	COM
UNITEDHEALTH GROUP INC	2055	678218	COM
META PLATFORMS INC	996	657128	CL A
ENTERPRISE PRODS PARTNERS L	19670	630625	COM
FIRST TR EXCHANGE-TRADED FD	2300	619114	DJ INTERNT IDX
VANGUARD SPECIALIZED FUNDS	2754	605290	DIV APP ETF
INVESCO EXCH TRD SLF IDX FD	8981	548986	RUSL 1000 DYNM
WISDOMTREE TR	10554	531071	FLOATNG RAT TREA
MICROSOFT CORP	1082	523159	COM
INNOVATOR ETFS TRUST	10380	513027	US EQTY BUF OCT
WISDOMTREE TR	7687	506217	TRUE DEVELOPED I
INNOVATOR ETFS TRUST	9929	504025	US EQTY BUFR JUL
WISDOMTREE TR	12904	503527	EM EX ST-OWNED
AMAZON COM INC	2079	479875	COM
WISDOMTREE TR	9080	465464	US MULTIFACTOR
VANGUARD INDEX FDS	951	463747	GROWTH ETF
VANGUARD ADMIRAL FDS INC	4511	455619	MIDCP 400 VAL
INVESCO EXCHANGE TRADED FD T	9795	449508	RAFI US 1500
VANGUARD INDEX FDS	713	447144	S&P 500 ETF SHS
ENERGY TRANSFER L P	27091	446738	COM UT LTD PTN
WISDOMTREE TR	9328	435733	EMER MKT HIGH FD
FIRST TR EXCHANGE-TRADED FD	9354	431011	SHS
INNOVATOR ETFS TRUST	7875	417756	US EQTY BUFR MAR
ISHARES TR	862	407988	RUS 1000 GRW ETF
STRYKER CORPORATION	1053	370052	COM
INVESCO EXCH TRADED FD TR II	5543	363297	RAFI DVLPD MRKTS
INNOVATOR ETFS TRUST	6531	359554	US EQTY BUFR JAN
MORGAN STANLEY	2016	357888	COM NEW
ISHARES TR	5204	343472	CORE S&P MCP ETF
INTUIT	513	339821	COM
FIRST TR EXCHANGE-TRADED FD	3655	338162	CAP STRENGTH ETF
WISDOMTREE TR	6755	335186	US S CAP QTY DIV
GLOBAL X FDS	18886	333721	NASDAQ 100 COVER
WISDOMTREE TR	10041	326766	INTK MLTIFACTR
ISHARES TR	2573	307099	3 7 YR TREAS BD
PIMCO ETF TR	3058	306840	ENHAN SHRT MA AC
TESLA INC	680	305810	COM
INVESCO EXCH TRADED FD TR II	6574	304860	S&P SMLCP LOW
PIMCO DYNAMIC INCOME FD	17021	301442	SHS
ROYAL CARIBBEAN GROUP	1074	299560	COM
INNOVATOR ETFS TRUST	10201	298073	GROWTH 100 POWER
INVESCO EXCH TRADED FD TR II	13997	293938	SR LN ETF
ALPHABET INC	925	290152	CAP STK CL C
INVESCO EXCH TRADED FD TR II	4575	285321	S&P MIDCP LOW
GLOBAL X FDS	9713	267108	S&P 500 COVERED
WISDOMTREE TR	4836	265068	US EFFICIENT COR
INNOVATOR ETFS TRUST	4261	246797	GRWT100 PWR BUF
ISHARES TR	1954	237626	CORE HIGH DV ETF
INNOVATOR ETFS TRUST	8294	232458	INNOVATOR GW 100
INNOVATOR ETFS TRUST	4225	232037	GRWT100 PWR BF
VISA INC	652	228618	COM CL A
WELLS FARGO CO NEW	2426	226081	COM
INNOVATOR ETFS TRUST	5656	222455	US EQTY ULTRA B
ISHARES TR	2304	221533	7-10 YR TRSY BD
J P MORGAN EXCHANGE TRADED F	4084	200444	US VALUE FACTR
WISDOMTREE TR	2488	200406	INTL MIDCAP DV